I found the onboarding and offering review process to be organized, helpful, and timely.

How do you feel about the performance of our technology products?

Delighted

Satisfied

Disappointed

I do not use WealthForge's technology products

Which of the following features would you like to see added to our products? Rank from 1 (most important) to 5 (least important).

	Rank
More robust status and reporting capabilities	1 2 3 4 5
API connectivity to send and retrieve data from the platform	1 2 3 4 5
The ability to process foreign investments online	1 2 3 4 5
More features geared toward registered representatives	1 2 3 4 5
Features to help with marketing efforts; e.g., marketing portal, deal room, etc.	1 2 3 4 5

Are there any features not listed on the previous list that you would like for us to consider?

What topics would you like to see us provide content on in the future?

Considering the overall value of your experience with WealthForge, do you consider our products and services...

An exceptional value, worth more than you paid for it

A good value, worth about what you paid for it

A poor value, worth less than you paid for it

What was the primary reason you originally choose to engage WealthForge for your capital raising purposes?

Ensure compliance of my offering

Utilize WealthForge's technology products

Gain exposure through WealthForge's advisor network

None of the above

Have you previously completed a raise with WealthForge?

Yes

Do you expect you will complete the current raise(s) for which you have engaged WealthForge?

Yes

Would you consider WealthForge for your next raise?

Yes

If no, why not?

What industry conferences have you attended in the past couple of years that you would recommend?

Is there anything not addressed in this survey that you would like us to know?

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